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Vanguard Total Stock Market ETF

711 hedge funds and large institutions have $18.2B invested in Vanguard Total Stock Market ETF in 2015 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 304 increasing their positions, 195 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $27.5M | Put options by funds: $9.63M

163% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 43

56% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 195

37% more capital invested

Capital invested by funds: $13.3B → $18.2B (+$4.9B)

12% more funds holding in top 10

Funds holding in top 10: 131147 (+16)

10% more funds holding

Funds holding: 649711 (+62)

6.33% more ownership

Funds ownership: 25.05%31.38% (+6.3%)

Holders
711
Holders Change
+62
Holders Change %
+9.55%
% of All Funds
18.65%
Holding in Top 10
147
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+12.21%
% of All Funds
3.86%
New
113
Increased
304
Reduced
195
Closed
43
Calls
$27.5M
Puts
$9.63M
Net Calls
+$17.9M
Net Calls Change
+$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$155M +$50.9M +483,745 +48%
Goldman Sachs
27
Goldman Sachs
New York
$153M +$72.6M +689,474 +89%
WCM
28
Windham Capital Management
Massachusetts
$145M +$29.3M +278,501 +25%
PPFA
29
Provida Pension Fund Administrator
Chile
$139M
AF
30
Allworth Financial
California
$133M -$6.75M -64,104 -5%
AEPG
31
American Economic Planning Group
New Jersey
$113M -$789K -7,492 -0.7%
GC
32
Gibson Capital
Pennsylvania
$108M -$24.9M -236,865 -19%
OIM
33
Opus Investment Management
Massachusetts
$107M +$2.84M +27,000 +3%
AI
34
Atria Investments
North Carolina
$105M -$782K -7,423 -0.7%
EFS
35
Edelman Financial Services
Virginia
$101M +$49.7M +472,219 +96%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$94.8M +$11.8M +112,371 +14%
JP Morgan Chase
37
JP Morgan Chase
New York
$89.8M -$6.43M -61,069 -7%
SHWM
38
Smith & Howard Wealth Management
Georgia
$88.5M +$3.98M +37,767 +5%
UCFA
39
United Capital Financial Advisors
Texas
$88.2M +$69M +655,274 +344%
RMC
40
Regis Management Company
California
$86.7M +$11.7M +111,227 +15%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$83.7M +$17.1M +161,996 +25%
SCM
42
SCS Capital Management
Massachusetts
$82.8M +$73.5M +698,023 +725%
FBFS
43
First Business Financial Services
Wisconsin
$80.6M -$10.8M -102,259 -12%
PAG
44
Private Advisor Group
New Jersey
$78M +$4.48M +42,542 +6%
K
45
Kemper
Illinois
$77.8M
Ameriprise
46
Ameriprise
Minnesota
$70.5M +$9.91M +94,136 +16%
VCP
47
Vista Capital Partners
Oregon
$66.1M +$2.52M +23,919 +4%
AssetMark Inc
48
AssetMark Inc
California
$65.6M +$66.1M +627,580 +52,694%
LNC
49
Lincoln National Corp
Pennsylvania
$65.1M +$6.81M +64,619 +12%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$61.2M +$5.09M +48,308 +9%

VTI Hedge Fund Activity: Q4 2015 in Review

711 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Stock Market ETF (VTI) for Q4 2015, worth a combined $18.2B — up 37% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new VTI positions and 43 closed out — a net gain of 70 holders — while 304 added to existing stakes and 195 trimmed.

The largest buyer was LPL Financial, adding an estimated $904M. The largest seller was Windhaven Investment Management, cutting an estimated $56M.

  • 711 institutional investors held Vanguard Total Stock Market ETF (VTI) as of Q4 2015, up from 649 in Q3 2015.
  • Funds reported $18.2B of Vanguard Total Stock Market ETF stock for Q4 2015, up 37% quarter-over-quarter.
  • 113 funds opened new Vanguard Total Stock Market ETF positions in Q4 2015 and 43 closed out, a net change of +70 holders.
  • The largest Vanguard Total Stock Market ETF buyer in Q4 2015 was LPL Financial, an estimated $904M added.
  • The largest Vanguard Total Stock Market ETF seller in Q4 2015 was Windhaven Investment Management, an estimated $56M sold.

Based on aggregated 13F filings for Q4 2015.